See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,431 | $54,705-2.3% | $71,209-25.0% | $84,808-37.0% |
| Participation rate | 35.7% | 64.1%-28.4pp | 73.8%-38.0pp | 68.3%-32.6pp |
| Annual return | 16.87% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $563 | $2,158-73.9% | $2,721-79.3% | $2,631-78.6% |
| Participant deferral / active EE | $2,426 | $3,030-19.9% | $4,175-41.9% | $4,212-42.4% |
| Admin fee / account holder | $74 | $4,863-98.5% | $5,349-98.6% | $7,344-99.0% |